See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,619 | $183,963-69.2% | $162,163-65.1% | $152,861-63.0% |
| Participation rate | 81.0% | 88.5%-7.6pp | 87.6%-6.6pp | 82.4%-1.5pp |
| Annual return | 17.40% | 150.76%-133.4pp | 115.59%-98.2pp | 345.32%-327.9pp |
| Employer contribution / active EE | $6,159 | $6,371-3.3% | $5,614+9.7% | $4,762+29.3% |
| Participant deferral / active EE | $1,097 | $8,034-86.3% | $7,298-85.0% | $5,850-81.2% |
| Admin fee / account holder | $2,505 | $13,121-80.9% | $10,843-76.9% | $11,596-78.4% |